Filed: 2/17/2026ACC: 0001214659-26-001956
📋 What this filing means
ARTHEDGE CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $152.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$152.62M
Total AUM (reported)
2.59M
Total Shares
Allocation by class
SHS$31.80M20.8%
COM$30.70M20.1%
CL A SUB VTG SHS$23.60M15.5%
CL A$23.27M15.2%
COM CL A$18.07M11.8%
CL A COM$13.13M8.6%
COM SHS$12.04M7.9%
Portfolio Concentration
Top 3$76.14M49.9%
4–10$76.48M50.1%
Top 3 weight
49.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Sole
Full voting authority
2.59M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
GLOBAL E ONLINE LTD
SOLEShares808.99K
TypeSH
Market value$31.80M
20.84%
Sole
808.99K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares146.60K
TypeSH
Market value$23.60M
15.46%
Sole
146.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares89.86K
TypeSH
Market value$20.74M
13.59%
Sole
89.86K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares74.80K
TypeSH
Market value$13.13M
8.60%
Sole
74.80K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares26.73K
TypeSH
Market value$12.53M
8.21%
Sole
26.73K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares54.90K
TypeSH
Market value$12.04M
7.89%
Sole
54.90K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares25.60K
TypeSH
Market value$10.74M
7.04%
Sole
25.60K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares270K
TypeSH
Market value$9.96M
6.53%
Sole
270K
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares243.30K
TypeSH
Market value$9.24M
6.05%
Sole
243.30K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP
SOLEShares848K
TypeSH
Market value$8.84M
5.79%
Sole
848K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTDSOLE | SHS | 808.99K | SH | $31.80M 20.84% | 808.99K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 146.60K | SH | $23.60M 15.46% | 146.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 89.86K | SH | $20.74M 13.59% | 89.86K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 74.80K | SH | $13.13M 8.60% | 74.80K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 26.73K | SH | $12.53M 8.21% | 26.73K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 54.90K | SH | $12.04M 7.89% | 54.90K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 25.60K | SH | $10.74M 7.04% | 25.60K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 270K | SH | $9.96M 6.53% | 270K | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 243.30K | SH | $9.24M 6.05% | 243.30K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 848K | SH | $8.84M 5.79% | 848K | 0.00 | 0.00 |